Strategic Partners
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
Even though we operate independently, you’re never alone in this journey. We have a close-knit network working behind the scenes to ensure that every aspect of your financial well-being is covered, both now and in the future. This seamless collaboration helps us provide you with comprehensive support and peace of mind every step of the way.
Fidelity Investments and Fidelity Clearing & Custody Solutions® (together "Fidelity") is an independent company. Fidelity is a service provider to Torch Family Capital. There is no form of legal partnership, agency affiliation, or similar relationship between your financial advisor and Fidelity, nor is such a relationship created or implied by the information herein. Fidelity has not been involved with the preparation of the content supplied by Torch Family Capital and does not guarantee, or assume any responsibility for its content. Fidelity is a registered service mark of FMR LLC. Fidelity Clearing & Custody Solutions® provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC.
At Torch Family Capital, we benefit from our partnership with Kestra Financial, which equips us with advanced technology, robust infrastructure, and comprehensive compliance support. This collaboration ensures that we can handle all your investments, transactions, and financial processing seamlessly.
Kestra is comprised of two affiliates: Kestra Advisory Services, A registered Investment Advisor (RIA), and Kestra Investment Services, A Broker-Dealer. An RIA is responsible for providing investment advice and acting as a Fiduciary in financial matters. A Broker-Dealer supports Independent Financial Advisors by facilitating trades according to a client's instructions.